Allclear Management, Inc. Retirement Savings Plan
Sponsored by Allclear Management, Inc. · EIN 873226029 · Plan #001
- Total assets
- $27.9M
- Net assets
- $27.9M
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $56,049 |
| Empower Annuity Insurance Company | Recordkeeping fees | $43,914 |